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Prosperity Wealth Management’s Progressive PGR Stock Holding History

Prosperity Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,755
Closed -$1.17M – 282
2025
Q3 		$1.17M Buy
+4,755
New +$1.17M 0.4% 53
2025
Q1 		– Sell
-2,095
Closed -$502K – 249
2024
Q4 		$502K Buy
+2,095
New +$527K 0.21% 94

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Prosperity Wealth Management's PGR Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 4,755 shares — an estimated $1.17M sold.

Prosperity Wealth Management first reported a position in PGR in Q4 2024 and held it in 2 quarters. The position peaked at $1.17M in Q3 2025. 1,828 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 4,755 Progressive shares in Q4 2025, an estimated $1.17M.
  • Prosperity Wealth Management first reported a position in Progressive in Q4 2024 and held it in 2 quarters.
  • Prosperity Wealth Management's Progressive position peaked at $1.17M in Q3 2025.
  • 1,828 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.